Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.83%
3 year
16.52%
5 year
8.47%
10 year
7.82%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
11.64%
Sharpe
1.58
Sortino
3.04
Max drawdown
-27.93%
Best month
14.75%
Worst month
-13.99%
Beta vs VTIAX
1.01
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.